Capstone Bolsters Special Situations Group with addition of Managing Director Jamie Lisac

January 7, 2021

Boston, MA, January 7, 2021 - Capstone Headwaters (“Capstone”), a leading middle market investment banking firm, is pleased to announce the addition of Managing Director Jamie Lisac to help lead its Special Situations Investment Banking Group (SSIB). Lisac will be based in Capstone’s Chicago office. This is the second phase of expansion for Capstone’s Financial Advisory Services (FAS) group. The first phase kicked off last month with the addition of a new team in the Denver office.

“We’re thrilled to bring Jamie’s 20 plus years of corporate restructuring and special situations experience to the group,” said Brian Davies, Head of FAS. “Jamie possesses a deep and unique set of skills, with expertise in advising companies and their stakeholders through in-court and out-of-court balance sheet restructurings, distressed M&A, and capital raise transactions.”

Lisac will further expand the SSIB team in 2021 with additional, highly experienced bankers. SSIB provides strategic alternatives and contingency planning, Chapter 11 bankruptcy reorganizations, distressed M&A, balance sheet restructurings, debt and equity capital raises, liability management, and special committee and board advisory services to middle-market companies, creditors, and other stakeholders.

 “I am very excited to join Capstone, one of the best investment banks in the middle market, to expand the restructuring and special situations investment banking group,” commented Lisac. “I’m looking forward to working seamlessly with Capstone’s M&A industry teams to provide a wholistic solution to our clients facing capital structure challenges. I certainly expect the need for our services to be in high demand as many companies will continue to face significant challenges resulting from the COVID-19 pandemic.”   


Capstone Headwaters is one of the largest and most active independent investment banking firms in the United States.  The firm has a rich, 20-year history of achieving extraordinary results for middle market entrepreneurs, business owners, investors, and creditors.  Capstone offers a fully integrated suite of corporate finance services, including M&A, debt and equity capital markets, corporate restructuring, valuation and fairness opinions, financial advisory, and ESOP advisory services.  Headquartered in Boston, the firm has 175+ professionals across 16 offices in the U.S., with and an international presence including over 450 professionals in 40 countries. With 16 dedicated industry groups, the firm delivers sector-specific expertise through large, cross-functional teams on a global basis.  For more information, visit

For More Information Contact:

Brian Davies
Head of Financial Advisory Services

Jamie Lisac
Managing Director, Special Situations Investment Banking

Rebecca Levesque
Director of Marketing